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The estate planning process is often charged with emotion and filled with legal confusion for clients. Attorneys not only need in-depth familiarity with the top estate planning tools, but also need to know how to strategically use them to their best effect if they want to build their reputations as go-to practitioners. This comprehensive overview of top estate planning tools will go over how to strategically use wills, trusts, advanced directives and more. No matter if you are new to the estate planning arena or are an experienced practitioner in need of a refresher, you are sure to take away valuable techniques you can use to provide maximum benefit to your clients - order today!
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BRIAN BORELLIS is an attorney in Louisville, Kentucky, where he has been practicing law since 1987 in the area of estate planning, following six years of experience in estate and trust administration with two large trust institutions. His practice concentrates in the area of estate planning, trust and estate administration, with a significant emphasis on elder law and Medicaid eligibility planning. Mr. Borellis has written extensively on the subject of trusts, estate planning, and Medicaid planning strategies and techniques. He co-wrote the book, Kentucky Medicaid Eligibility Guide for Nursing Home Care, concerning Medicaid eligibility strategies and advance planning, which was published in 2001 by Guiding Light Publications. In addition, Mr. Borellis's publications include: Irrevocable Trusts: Tax Aspects and Practical Considerations, 1988 and 1991, and Estate Conservation Planning, 1996 and 2003; both published by the University of Kentucky Press. He has been a regular speaker at the annual Mid-South Estate Planning Conference, sponsored by the University of Kentucky College of Law. Mr. Borellis is a frequent speaker before professional groups, including social workers, nursing home administrators and lawyers. He has lectured and published with National Business Institute, Half Moon Seminars and Medical Educational Services on the subjects of Kentucky Medicaid and Medicaid planning, and Kentucky elder law. He has frequently published in the Louisville area Business First and the Louisville Courier-Journal on the same subjects. Most recently, Mr. Borellis has been featured in the March 2006 and 2007 in the Best Lawyers in Louisville issue of Louisville Magazine.
PASHENS FITZPATRICK is a solo practitioner, with a practice that focuses on domestic relations law, estate planning and probate, civil litigation, and serving as a guardian ad litem and friend of the court for Jefferson County family courts. At the onset of her legal career, from 2010 to 2012, she worked as a full-time pro bono attorney for the Louisville Legal Aid Society, where she served as a lead attorney in the Volunteer Lawyer Program Unit, and helped manage the Expungement Unit. While at Legal Aid, she handled numerous divorce and custody cases for clients who experience domestic violence, as well as numerous guardianship, unemployment appeals, and estate planning cases. Additionally, Ms. Fitzpatrick facilitated monthly divorce and estate planning clinics for Legal Aid in Jefferson and Hardin counties; and traveled to various retirement facilities speaking on the necessity of estate planning. Ms. Fitzpatrick has lectured and spoken to the community routinely on estate planning issues, as well as awareness of heirs’ property issues as it relates to the African American community. She is a member of the Kentucky Bar Association’s Family Law and Estate Planning sections, the Louisville Bar Association’s Family Law and Probate sections, a member of the Kentucky Bar Association’s, Small Business Task Force, and the Jefferson County Family Court Dependency Sub-Committee. She earned her J.D. degree from Western Michigan University Thomas M. Cooley Law School and her B.A. degree from the University of Kentucky. Ms. Fitzpatrick is highly involved in her community, and works extensively with youth as a board member with the Cultivating the Youth Experience, Inc.; as a cluster leader for the YMCA’s Black Achievers program’s, Law & Government Cluster; and currently as a mentor to seven youth in preparing for college and job skills development.
KELLY M. GANNOTT is a partner at Kentucky ElderLaw, PLLC, in Louisville, Kentucky. She is a past officer of the Kentucky Bar Association's Elder Law Section and a past chair of the Bylaws Committee and the Legislative Committee for the section. She has also served on the Louisville Bar Association’s Public Service Committee and is a member of the Board for the Kentuckiana Girl Scouts Council. Licensed to practice in Indiana and Kentucky, Ms. Gannott earned her Juris Doctor's degree, cum laude, from Louis D. Brandeis School of Law at the University of Louisville; and her undergraduate degree, summa cum laude, from Murray State University.
WILLIS W. HOBSON is a senior vice president and trust and estate planner for Hilliard Lyons Trust Company, LLC. He works with Hilliard Lyons Financial Consultants and their clients offering trust and estate planning guidance. Mr. Hobson has over 30 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Counsel. Mr. Hobson spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. He earned his B.S. degree from the University of Tennessee and his J.D. degree from the University of Louisville. Mr. Hobson joined Hilliard Lyons Trust Company, LLC in 1990.
JOHN R. RICCARDI is a vice president and personal trust officer at U.S. Bank. He is responsible for the efficient administration of trust accounts for a high-net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Mr. Riccardi is also a certified trust and financial advisor through the Institute of Certified Bankers of the American Bankers Association. He is a member of the Cincinnati Bar Association and the Cincinnati Estate Planning Council. Mr. Riccardi earned his B.A. degree from Ohio University and his J.D. degree from The Ohio State University Moritz College of Law.
SCOTT A. WEINBERG is a Shareholder of Lynch, Cox, Gilman & Goodman, P.S.C., where he focuses his practice in estate planning, business organizations, and tax planning. He concentrates his practice in designing estate, asset protection, and business succession plans in a tax advantageous manner for medium and high net worth individuals and families. He also enjoys representing clients in the formation of closely-held business entities and in special needs planning. Mr. Weinberg also maintains an active practice in Florida, and regularly advises clients in trust and estate administration issues in both Kentucky and Florida. He also routinely represents personal representatives in Kentucky and Florida probate matters and oversees the filing of United States Estate Tax Returns and Kentucky Inheritance Tax Returns. Mr. Weinberg is licensed to practice in Kentucky, Florida, Illinois and Indiana, and is a member of the state bar association of each of these states. Mr. Weinberg taught Estate and Gift Tax as an adjunct professor at the University of Louisville School of Law in the Fall of 2013. He earned his B.A. degree from Emory University and his J.D. degree, cum laude, from the University of Louisville School of Law.June 27 - Paducah
ROBERT W. GOFF is a partner with Keuler, Kelly, Hutchins & Blankenship, LLP, where he practices estate planning, business structures and organizations; wills, trusts, estates and probate; 1031 exchanges and business law. Mr. Goff is admitted to practice in Kentucky, Tennessee, Illinois and the U.S. District Court, Western District of Kentucky. He is a member of the Kentucky, Illinois State and Tennessee bar associations; as well as the McCracken County Bar Association. He earned his B.A. degree, cum laude, from Centre College and his J.D. degree from the University of Kentucky.
JULIE A. TENNYSON is a partner with Marcum Tennyson. Ms. Tennyson has practiced in Paducah Kentucky for over seven years with a mid-size insurance defense firm. Prior to that, she worked for about four years in Atlanta, Georgia at two different international law firms practicing exclusively in patents, trademarks and copyright law. After law school she clerked for U.S. District Judge Thomas B. Russell in the Western District of Kentucky. She is a registered patent attorney with experience in trademark, copyrights and trade secrets. She also has experience in probate, corporate and litigation. Ms. Tennyson received her B.S. degree from East Tennessee State University; her M.S.W. degree from University of Georgia; and her J.D. degree, magna cum laude, from University of Tennessee.
ELIZABETH ANN WIENEKE is a partner with the firm of Whitlow, Roberts, Houston & Straub, PLLC, in Paducah, Kentucky. Ms. Wieneke is a member of the Kentucky and Illinois State bar associations. Her practice is focused in the areas of estate planning and administration, elder law, real estate and property law, and business and corporate law. Ms. Wieneke advises clients regarding estate planning and drafts related documents including wills, powers of attorney, living will directives, various types of trusts, and prenuptial agreements. Her real estate and property law practice focuses on performing title exams for residential, commercial and agricultural properties, and mineral acquisitions and resolving title issues. Ms. Wieneke has litigation experience in matters related to her practice areas including foreclosure actions, quiet title actions, petitions for declaratory judgment, petitions for trust ramification and interpretation, minors' settlements, and collection actions. She earned her B.A. degree, summa cum laude, from Murray State University; and her J.D. degree, cum laude, from Southern Illinois University.